GOBAX Mutual Fund

NAV$9.01

AUM$124M

TER0.96%

Holdings80

See how much of GOBAX you already own

Just $25 once·$99/mo·Download sample

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GOBAX Mutual Fund

NAV$9.01

BrandywineGLOBAL - Global Opportunities Bond Fund Class A

AUM$124M

TER0.96%

Holdings80

See how much of GOBAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare GOBAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GOBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GOBAX Mutual Fund Overlap Analysis

GOBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

GOBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, GOBAX may share significant positions with broad-market funds.

GOBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GOBAX tax-loss harvesting finds highly correlated but non-identical funds.